Articles


June 26, 2025 When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

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May 29, 2020 The Good News About Older Brains

Allworth CEO Scott Hanson shares how a key part of your intelligence gets better as you age. If you’re over 50, you probably worry about the health …

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May 22, 2020 May 2020 Market Update

Allworth Chief Investment Officer Andy Stout answers four pressing questions about the economy and markets during today’s highly uncertain times. …

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May 15, 2020 The Milestones of May

Allworth CEO Scott Hanson celebrates a few important milestones for the Allworth family. What exactly is it about the month of May? Weddings, …

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May 11, 2020 Benchmarking Your 401(k) Funds

Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak under the hood” of their 401(k). The …

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May 08, 2020 Why You Should Never Co-Sign a Loan, No Matter Who It's For

Allworth CEO Scott Hanson shares a reminder about why co-signing a loan for a friend or family member is never a good idea, as well as the history …

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May 06, 2020 5 Steps to Create a Financial Wellness Program

In today’s economy, Americans are worried about their finances, and it spills over into every aspect of their lives, even their work. Let’s look at …

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May 01, 2020 How a 70s Jingle is Important Today

Allworth CEO Scott Hanson hopes you take a few moments during this pandemic to reach out to those who might need a pick-me-up. A sibling, a neighbor …

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April 27, 2020 Money Matters Brief: What is the Coronavirus Relief Package?

Maybe Fridays should be known as “Stimulus Day.” That’s because, as a follow-up to the CARES Act, which was also signed into law on a Friday (March …

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April 24, 2020 Try to Smile, But Stay Invested

Allworth CEO Scott Hanson shares why it's important to stay invested, even as the stock market turbulence continues. I received a call this week that …

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April 23, 2020 401(k) Lawsuit Trends and 5 Lessons Every Plan Sponsor Should Know

Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first, plan sponsors …

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